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Brass Tax Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Brass Tax Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-232,592
Closed -$20.1M – 228
2024
Q2 		$20.1M Buy
+232,592
New +$20.2M 3.94% 7

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brass Tax Wealth Management's MOAT Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2024, closing a stake of 232,592 shares — an estimated $20.1M sold.

Brass Tax Wealth Management first reported a position in MOAT in Q2 2024 and held it in 1 quarter. The position peaked at $20.1M in Q2 2024. 673 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 232,592 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $20.1M.
  • Brass Tax Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $20.1M in Q2 2024.
  • 673 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.